earnings
confidence high
sentiment positive
materiality 0.85
e.l.f. Beauty Q1 net sales +36% to $479.4M; raises FY2027 outlook to 18-20% growth
e.l.f. Beauty, Inc.
- GAAP diluted EPS $1.12; adjusted diluted EPS $1.75; adjusted EBITDA $168.2M (35% of sales).
- Gross margin 83% (incl. ~1,050 bps IEEPA tariff refunds); SG&A rose $84.5M to $280.3M.
- rhode contingent consideration fair value adjustment of $16.1M due to revenue outperformance.
- FY2027 net sales guidance raised to $1,938-1,968M (prior $1,835-1,865M); adjusted EPS now $3.50-3.55.
- Cash $344.2M, total debt $834.2M as of June 30, 2026.